Operations Specialist - Asset Management



This position will be filled in either Florham Park, NJ or St. Louis, Mo.

Under direct supervision, the Operations Specialist performs a variety of entry level duties from onboarding through termination of managed and model accounts in multiple trading and reporting systems used for Asset Management platforms including Vestmark, APL, Advent APX, Investor Tools Perform and Envesnet. The hours will be 9:00 to 5:00 p.m. or 8:00 to 4:00 p.m. CST.


  • Opens, handles contributions and withdrawals, and terminations of accounts in all systems used for the asset management affiliates, including Vestmark, APL, Advent APX, Investor Tools Perform and Envesnet.
  • Works directly with other team members to onboard managed and model accounts ensuring accurate and timely processing of accounts.
  • Assists with the reconciliation of transactional data between trading and reporting systems used for Stifel's and external (unaffiliated) advisory platforms.
  • Processes various daily, weekly, and quarterly exception reports.
  • Cross-trains on all department functions and systems to gain an understanding of all account processes and procedures.
  • Performs other duties as assigned.


  • High School diploma or equivalent required.
  • 1-2 years related experience required.
  • Knowledge of administrative and clerical procedures and systems, managing files and records, and other standard office procedures and terminology.
  • Basic understanding of asset management products and services, including fee based separately managed and model products and security types, such as stocks, bonds, ETFs and mutual funds.


Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.

The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to "virtually" meeting you.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.


Business Operations Specialists, All Other


High School or Equivalent


1 to 2 years

Job type

Full time

Salary Range
$61,000.00 - 109,000.00
per Year
Salary range estimated by
Florham Park, NJ 07932, US